White Lighthouse Investment Management Inc. Vanguard Dividend Appreciation Transaction History
White Lighthouse Investment Management Inc.
- $568 Million
- Q4 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 53,593 shares of VIG stock, worth $9.76 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
53,593
Previous 56,217
4.67%
Holding current value
$9.76 Million
Previous $10.2 Million
4.67%
% of portfolio
1.72%
Previous 1.84%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,494Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio